Purchases and Sales Made in Q3 2022 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q3 2022. The information is specifically focused on institutions that hold shares of AMERICAN EXPRESS CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
55+ 3.01% |
$7.42K - $9.12K
|
1.88K
$569K
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
55+ 2.62% |
$7.42K - $9.12K
|
2.15K
$651K
|
|
|
Oct 26, 2022
Q3 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
54+ 2.83% |
$7.29K - $8.96K
|
1.96K
$592K
|
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
54+ 0.63% |
$7.29K - $8.96K
|
8.58K
$2.59M
|
|
|
Oct 21, 2022
Q3 2022
|
Founders Capital Management, LLC
|
BUY
|
- |
53+ 0.07% |
$7.15K - $8.79K
|
75.4K
$22.8M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
49+ 0.85% |
$6.61K - $8.13K
|
5.84K
$1.76M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
48+ 1.28% |
$6.48K - $7.96K
|
3.79K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
47+ 0.22% |
$6.34K - $7.79K
|
21.9K
$6.61M
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
46+ 2.99% |
$6.21K - $7.63K
|
1.58K
$478K
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
46+ 0.92% |
$6.21K - $7.63K
|
5.04K
$1.52M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
46+ 0.08% |
$6.21K - $7.63K
|
54.2K
$16.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
45+ 0.66% |
$6.07K - $7.46K
|
6.83K
$2.07M
|
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
45+ 0.29% |
$6.07K - $7.46K
|
15.8K
$4.79M
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
45New |
$6.07K - $7.46K
|
45
$13.6K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
45+ 0.6% |
$6.07K - $7.46K
|
7.56K
$2.29M
|
|
|
Oct 27, 2022
Q3 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
44+ 1.21% |
$5.94K - $7.3K
|
3.69K
$1.12M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
44+ 3.92% |
$5.94K - $7.3K
|
1.17K
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
41+ 0.95% |
$5.53K - $6.8K
|
4.34K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
41+ 0.12% |
$5.53K - $6.8K
|
33K
$9.99M
|
|
|
Oct 05, 2022
Q3 2022
|
Bath Savings Trust CO
|
BUY
|
- |
40+ 1.1% |
$5.4K - $6.63K
|
3.66K
$1.11M
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
40+ 1.18% |
$5.4K - $6.63K
|
3.44K
$1.04M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
37+ 1.15% |
$4.99K - $6.14K
|
3.25K
$984K
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
37+ 1.7% |
$4.99K - $6.14K
|
2.21K
$668K
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
36+ 1.57% |
$4.86K - $5.97K
|
2.32K
$703K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
36+ 0.09% |
$4.86K - $5.97K
|
38K
$11.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
35+ 1.12% |
$4.72K - $5.8K
|
3.17K
$958K
|
|
|
Nov 09, 2022
Q3 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
35+ 0.24% |
$4.72K - $5.8K
|
14.9K
$4.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
35+ 16.59% |
$4.72K - $5.8K
|
246
$74.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
35+ 350.0% |
$4.72K - $5.8K
|
45
$13.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
34+ 1.62% |
$4.59K - $5.64K
|
2.14K
$647K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
33+ 1.04% |
$4.45K - $5.47K
|
3.21K
$971K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
32+ 0.47% |
$4.32K - $5.31K
|
6.78K
$2.05M
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
31+ 0.4% |
$4.18K - $5.14K
|
7.81K
$2.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
31+ 0.34% |
$4.18K - $5.14K
|
9.22K
$2.79M
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
BUY
|
- |
30+ 0.43% |
$4.05K - $4.98K
|
6.94K
$2.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
29+ 0.05% |
$3.91K - $4.81K
|
61.2K
$18.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
29+ 0.41% |
$3.91K - $4.81K
|
7.12K
$2.15M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
28+ 0.39% |
$3.78K - $4.64K
|
7.24K
$2.19M
|
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
28+ 0.31% |
$3.78K - $4.64K
|
9.02K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
28+ 0.07% |
$3.78K - $4.64K
|
42.5K
$12.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
27+ 1.02% |
$3.64K - $4.48K
|
2.67K
$807K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
27+ 1.72% |
$3.64K - $4.48K
|
1.59K
$482K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
26+ 0.04% |
$3.51K - $4.31K
|
60.1K
$18.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26+ 16.46% |
$3.51K - $4.31K
|
184
$55.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
25+ 1.5% |
$3.37K - $4.15K
|
1.69K
$511K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
25+ 1.47% |
$3.37K - $4.15K
|
1.73K
$522K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
23+ 2.21% |
$3.1K - $3.81K
|
1.06K
$321K
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
23+ 0.92% |
$3.1K - $3.81K
|
2.53K
$763K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
22+ 0.48% |
$2.97K - $3.65K
|
4.65K
$1.41M
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
22+ 4.91% |
$2.97K - $3.65K
|
470
$142K
|